Principle Wealth Partners’s PJT Partners PJT Stock Holding History

Principle Wealth Partners’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$530K	Hold	3,514	–	–	0.03%	246
2026 Q1	$491K	Buy	3,514 +9	+0.3%	+$1.42K	0.03%	242
2025 Q4	$586K	Hold	3,505	–	–	0.03%	224
2025 Q3	$623K	Buy	3,505 +20	+0.6%	+$3.6K	0.04%	207
2025 Q2	$575K	Hold	3,485	–	–	0.04%	220
2025 Q1	$481K	Hold	3,485	–	–	0.03%	230
2024 Q4	$550K	Hold	3,485	–	–	0.04%	212
2024 Q3	$465K	Buy	3,485 +302	+9%	+$36.9K	0.03%	236
2024 Q2	$344K	Buy	3,183 +28	+0.9%	+$2.81K	0.03%	262
2024 Q1	$297K	Hold	3,155	–	–	0.02%	277
2023 Q4	$321K	Hold	3,155	–	–	0.03%	261
2023 Q3	$251K	Hold	3,155	–	–	0.03%	279
2023 Q2	$220K	Hold	3,155	–	–	0.02%	307
2023 Q1	$228K	Buy	+3,155	New	+$242K	0.02%	297
2022 Q1	–	Sell	-2,712	Closed	-$201K	–	326
2021 Q4	$201K	Hold	2,712	–	–	0.02%	316
2021 Q3	$215K	Buy	+2,712	New	+$208K	0.02%	298
2021 Q1	–	Sell	-2,712	Closed	-$204K	–	289
2020 Q4	$204K	Buy	+2,712	New	+$191K	0.03%	265
2020 Q3	–	Sell	-100	Closed	-$5K	–	354
2020 Q2	$5K	Buy	+100	New	+$4.93K	﹤0.01%	438

Other funds holding PJT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principle Wealth Partners's PJT Position: Q2 2026 in Review

Principle Wealth Partners held its PJT Partners (PJT) position steady in Q2 2026 at 3,514 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #246.

Principle Wealth Partners first reported a position in PJT in Q2 2020 and has held it in 18 quarters since. The position peaked at $623K in Q3 2025. 417 funds tracked by Wall St. Rank hold PJT as of Q2 2026.

Principle Wealth Partners held 3,514 shares of PJT Partners worth $530K as of Q2 2026.
Principle Wealth Partners left its PJT Partners share count unchanged in Q2 2026.
PJT Partners made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #246 holding.
Principle Wealth Partners first reported a position in PJT Partners in Q2 2020 and has held it in 18 quarters since.
Principle Wealth Partners's PJT Partners position peaked at $623K in Q3 2025.
417 funds tracked by Wall St. Rank held PJT Partners as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.